Hummer Financial Advisory Services’s Vertiv VRT Stock Holding History

Hummer Financial Advisory Services’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Hold	3,500	–	–	0.77%	29
2026 Q1	$877K	Hold	3,500	–	–	0.62%	35
2025 Q4	$567K	Hold	3,500	–	–	0.4%	52
2025 Q3	$528K	Hold	3,500	–	–	0.38%	56
2025 Q2	$449K	Hold	3,500	–	–	0.34%	64
2025 Q1	$253K	Hold	3,500	–	–	0.21%	88
2024 Q4	$398K	Hold	3,500	–	–	0.31%	64
2024 Q3	$348K	Hold	3,500	–	–	0.27%	75
2024 Q2	$303K	Hold	3,500	–	–	0.26%	76
2024 Q1	$286K	Buy	+3,500	New	+$220K	0.24%	84

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hummer Financial Advisory Services's VRT Position: Q2 2026 in Review

Hummer Financial Advisory Services held its Vertiv (VRT) position steady in Q2 2026 at 3,500 shares worth $1.17M. The position accounts for 0.77% of the portfolio, ranked #29.

Hummer Financial Advisory Services first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,055 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

Hummer Financial Advisory Services held 3,500 shares of Vertiv worth $1.17M as of Q2 2026.
Hummer Financial Advisory Services left its Vertiv share count unchanged in Q2 2026.
Vertiv made up 0.77% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #29 holding.
Hummer Financial Advisory Services first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
2,055 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.